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Bring estate planning into your client relationships to provide more complete advice, deepen relationships and help clients understand what ultimately happens to their wealth.
Deliver broader value, uncover more planning needs and build relationships with clients' families before wealth changes hands.
Strengthen relationships with estate lawyers and other professionals, creating opportunities for introductions, referrals and new business.
Make estate planning more structured and repeatable so you can incorporate it across more of your client relationships.
eState Planner gives you a structured way to understand the complete estate, explore what happens next and connect the people and professionals involved in the plan.
Build a more complete picture of your client by bringing their family, wealth and existing estate documents together in one place. See the relationships, responsibilities and intentions that shape the estate, so you can ask better questions, identify gaps and provide more relevant financial advice.
Your clients have wills. Do you know what they actually say?
Upload an existing will and automatically turn it into structured client information, giving you a faster way to understand what's already in place.
Explore different estate planning scenarios, see their financial implications and show clients how their assets could move through the estate to the people and causes they care about.
By making potential outcomes visual, you can help clients compare, understand and discuss their estate plan more easily than through numbers, legal documents or abstract concepts alone.
Make the estate plan visual.
Turn different estate scenarios into interactive visualizations clients can explore and understand with you.
Estate planning creates a natural bridge between your client, their family, you and their estate lawyer. Share scenarios with clients, involve spouses and future beneficiaries when appropriate, and share relevant information with estate lawyers as the plan moves toward implementation.
Stay involved without becoming the estate lawyer, while creating opportunities to deepen family relationships and keep financial and legal planning connected.
Share scenarios with clients and relevant information with their lawyer so everyone can work from a clearer understanding of the plan.
At One Sports, estate planning is part of helping clients and their families understand the bigger picture of their wealth.
Using eState Planner, Senior Estates Planning Consultant Rick Weiss can bring complex family relationships and estate information into one place, use visual summaries to make plans easier to understand, and collaborate more effectively with the legal professionals involved.
The result is a more personal planning experience, with less time spent piecing together information and more time having meaningful conversations with clients and their families.
Anna Fitzsimmons, Estate Lawyer - D’Agostino & Associates
Purpose-built around Canadian trusts and estates, with expertise behind the technology.
Work with a knowledgeable, Canada-based support team that's available by live chat, phone, and Zoom.
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From onboarding to advanced features, we provide self-paced courses, 1:1 training, and ongoing education to help your team succeed.
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